ENV

ENVESTNET, INC.

Delisted

ENV was delisted on the 22nd of November, 2024.

239 hedge funds and large institutions have $3.99B invested in ENVESTNET, INC. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 99 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-47
Holders Change %
-16.43%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
91
Reduced
99
Closed
64
Calls
$5.28M
Puts
$2.83M
Net Calls
+$2.45M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
201
Hartford Financial Management
Connecticut
$72K
NICM
202
Neo Ivy Capital Management
New York
$56K +$56K +776 New
CFGS
203
Concourse Financial Group Securities
Alabama
$39K -$907K -12,562 -96%
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$24K
GWM
206
Geneos Wealth Management
Colorado
$22K
PA
207
Parallel Advisors
California
$19K +$1.08K +15 +6%
CFD
208
Creative Financial Designs
Indiana
$16K
HI
209
Hudock Inc
Pennsylvania
$13K
KFP
210
KB Financial Partners
New Jersey
$13K +$13K +176 New
KPCM
211
Kings Point Capital Management
New York
$13K +$13K +181 New
VCM
212
Versant Capital Management
Arizona
$11K -$1.18K -17 -10%
IPW
213
IronBridge Private Wealth
Texas
$11K +$2.84K +39 +35%
SFO
214
Standard Family Office
South Dakota
$11K +$3.62K +51 +49%
CWP
215
Concord Wealth Partners
Virginia
$11K +$11K +154 New
Walleye Trading
216
Walleye Trading
New York
$10K -$100K -1,336 -91%
QCG
217
Quadrant Capital Group
Ohio
$8K -$294 -4 -4%
LF
218
Lee Financial
Texas
$8K
CFFP
219
Center for Financial Planning
Michigan
$8K +$1.6K +22 +25%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$3K -$25.4K -424 -89%
FRA
221
Front Row Advisors
California
$3K -$143 -2 -5%
BAM
222
Bellevue Asset Management
Washington
$3K -$140 -2 -4%
SL
223
Savior LLC
Massachusetts
$3K
SWM
224
Spire Wealth Management
Virginia
$3K +$3K +35 New
TWA
225
TCI Wealth Advisors
Arizona
$3K +$3K +37 New